227

Sales Order Prepayment Function

It would be useful if you could replicate the PO prepayment functionality and apply similar functionality on the sales order side.  We frequently have requests from clients to be able to create payments in advance from customers and link them to a SO.  I know...

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17 Comments

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Category: Accounts Receivable (267)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap. 

 

Sincerely,

Shivam Pandey

Senior Program Manager

Microsoft 

88

Description in voucher transaction is only showing the first line from free text invoice.

If the user split an invoice into several lines for differentiation purpose, voucher transaction does not mirror the text invoice line. It would be great that voucher transaction can be generated regarding text invoice lines amount, invoice text and tax amount. Norwegian companies use to send in...

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1 Comments

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Category: Accounts Receivable (267)

STATUS DETAILS
Needs Votes
68

Customer reimbursement functionality should work with filters on customer transactions

When running the customer reimbursement functionality, the system does not take into consideration any filter on Customer transactions, while the full customer credit balance will be reimbursed. It would be nice to have those filters working properly.

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5 Comments

Read more... 5 Comments

Category: Accounts Receivable (267)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.

Sincerely,

Microsoft.

68

Automatic settlement with a prepayment and an invoice with more than one installment

User is posting a customer payment journal and then a customer invoice with payment schedule with more than one installment. Even if the automatic settlement is setup in AR parameter, the system does not settle the two transactions. It would be good to have it work properly, since it works as ...

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1 Comments

Read more... 1 Comments

Category: Accounts Receivable (267)

STATUS DETAILS
Under Review
66

Project activity on free text invoice

It is normal to differentiate project fee on different activity on fee journal while we have not this possibility on free text invoice when we want to post against a project. In Dynamics 365 Finance & Operations, on Free text invoice 'Line detail', we can just choose 'Project' and 'Project...

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1 Comments

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Category: Accounts Receivable (267)

STATUS DETAILS
Needs Votes
53

Adding process for Prepayment function

Dear all, When I discuss with my customers, I receive some requirement related to set up prepayment. The detail of requirement as the following: + They have created a Sales order and they want customer must make prepayment within a specific percentage (for example: 50% total value of Sales ord...

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1 Comments

Read more... 1 Comments

Category: Accounts Receivable (267)

STATUS DETAILS
Under Review
Ideas Administrator

Appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback to consider in future backlog.
Lachlan Cash – Principal Program Manager - Microsoft

52

AP/AR Invoice Netting

D365 Finance should have the ability to perform invoice netting between a customer account that is also a supplier account. The functionality is already available for Hungary and Poland (called customer/vendor compensation) but this hasn't been filtered out to other regions. Invoice netting is ...

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3 Comments

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Category: Accounts Receivable (267)

STATUS DETAILS
Needs Votes
51

Change invoice address on the sales order

Would be useful if you can change the invoice address on the sales order like the delivery address. Right now a customer has a primary invoice address and when want to you change it for a sales order, you need to change the primary invoice address on the customer and that is a bit complicated....

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1 Comments

Read more... 1 Comments

Category: Accounts Receivable (267)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.

Sincerely,

Microsoft.

51

Correctly stamp trial balance transaction lines as per free text invoice lines

Currently in Update 28 if you post free text invoice lines against the same main account, but different financial dimensions, when you look at trial balance transaction lines, the description is stamped from the first line of free text invoice on all the lines. For example: FTI line 1 Descript...

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3 Comments

Read more... 3 Comments

Category: Accounts Receivable (267)

STATUS DETAILS
Needs Votes
41

Add button to print invoices by ranges or by selected

Hello, everyone.


In the form 'Free text invoice' we can print invoices by ranges or by selected but in the form 'Invoice journal' there isn't this button and it will be very useful. We think this funcionality should be standard.


...

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18 Comments

Read more... 18 Comments

Category: Accounts Receivable (267)

STATUS DETAILS
Needs Votes